AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.3B
AUM Growth
+$1.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,270
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$27.2M
3
+$22.8M
4
MSFT icon
Microsoft
MSFT
+$21.1M
5
ESRX
Express Scripts Holding Company
ESRX
+$19.4M

Top Sells

1
+$30.2M
2
+$18.5M
3
+$9.14M
4
VZ icon
Verizon
VZ
+$8.55M
5
PSA icon
Public Storage
PSA
+$7.8M

Sector Composition

1 Financials 17.74%
2 Technology 15.61%
3 Healthcare 13.55%
4 Industrials 9.42%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$1.32M 0.01%
91,790
-12,565
1102
$1.32M 0.01%
14,385
+1,807
1103
$1.32M 0.01%
55,635
-5,451
1104
$1.31M 0.01%
131,594
+47,981
1105
$1.31M 0.01%
51,721
+3,577
1106
$1.31M 0.01%
32,961
+2,798
1107
$1.31M 0.01%
35,715
+12,861
1108
$1.31M 0.01%
131,773
+4,957
1109
$1.31M 0.01%
41,305
+1,709
1110
$1.31M 0.01%
25,730
+3,298
1111
$1.3M 0.01%
8,696
-139
1112
$1.3M 0.01%
26,674
+7,590
1113
$1.3M 0.01%
7,521
+668
1114
$1.29M 0.01%
32,452
+1,799
1115
$1.29M 0.01%
9,764
+438
1116
$1.28M 0.01%
12,316
+1,087
1117
$1.28M 0.01%
16,085
+1,432
1118
$1.28M 0.01%
29,730
+13,637
1119
$1.28M 0.01%
22,100
+764
1120
$1.27M 0.01%
+40,234
1121
$1.27M 0.01%
22,687
-204
1122
$1.26M 0.01%
79,212
+29,484
1123
$1.26M 0.01%
83,062
+62,535
1124
$1.26M 0.01%
32,903
+439
1125
$1.26M 0.01%
31,947
-35,078
43 44
45
46 47